- Unknown (Fargo, ND)
- Senior Vice President, Chief Fiduciary Officer & Fiduciary Legal Counsel About the Company Reputable full-service bank Industry Banking Type Privately Held ... private banking and retirement About the Role The Company is seeking an SVP/Chief Fiduciary Officer & Fiduciary Legal Counsel to serve as the principal legal… more
- Unknown (Winchester, VA)
- …Type Privately Held About the Role The Company is in search of a VP Trust Officer with a passion for fiduciary excellence and a talent for building real human ... Vice President, Trust Officer About the Company Prominent regional bank Industry...This role is dynamic, with responsibilities ranging from reviewing fiduciary accounting to engaging in the hands-on aspects of… more
- Unknown (Kankakee, IL)
- Vice President & Chief Financial Officer , Treasurer About the Company Non-profit integrated healthcare system Industry Hospital & Health Care Type Non Profit Founded ... Company is seeking a Vice President and Chief Financial Officer (CFO), Treasurer to play a pivotal role in...partnerships, risk, and innovation, as well as governance and fiduciary oversight. The role demands a trusted partner to… more
- Unknown (New York, NY)
- Chief Financial Officer (CFO) About the Company Nationwide organization supporting animal welfare Industry Non-Profit Organization Management Type Non Profit Founded ... the Role The Company is seeking a Chief Financial Officer (CFO) to lead its financial strategy, investment oversight,...such as Workday, and a deep understanding of nonprofit fiduciary responsibilities and regulatory frameworks. The CFO will be… more
- Unknown (Michigan City, IN)
- President of Wealth and Senior Trust Officer About the Company Prominent financial institution Industry Banking Type Privately Held About the Role The Company is ... seeking a President & Senior Trust Officer to lead its Wealth Management Division. This executive-level...will have a comprehensive knowledge of trust administration and fiduciary standards, and a proven track record in driving… more
- Unknown (Greenwich, CT)
- Chief Financial Officer (CFO) About the Company Mission-driven provider of education, health & human services Industry Civic & Social Organization Type Non Profit ... The Company is in search of a Chief Financial Officer (CFO) to join its mission-driven organization. The CFO...and forecasting, and ensuring compliance with regulatory, accounting, and fiduciary standards. The role demands a leader with strong… more
- Wells Fargo (Charlotte, NC)
- …(IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Philadelphia, PA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- Wells Fargo (Irving, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Specialist Working at Wells Fargo | Jobs and...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- PNC (Philadelphia, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work experience * ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- First National Bank of Omaha (Omaha, NE)
- …Advisor to complete transactions ensuring completeness and appropriate customer, co- fiduciary , advisor, officer and/or committee approvals. Demonstrate knowledge ... of the organization's products/services and recommend proactively customer solutions. Anticipate needs from the Trust Advisory team. Complete multiple tasks by prioritizing time with the team and working together to communicate ongoing activities. Properly… more
- Stanford University (Stanford, CA)
- …addition to overseeing the school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School ... Chief Operations & Financial Officer **Graduate School of Business, Stanford, California, United...to shape institution-wide administrative initiatives and share best practices. Fiduciary & Investment Stewardship + Serve as fiduciary… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **ABOUT THE JOB (JOB BRIEF)** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in … more
- M&T Bank (Baltimore, MD)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Sr. Trust Officer - Team Lead Canandaigua National Trust Company Florida Location: Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has ... that builds long-term relationships. What does a Sr. Trust Officer - Team Lead do? The Senior Trust ...include estates, personal trust, guardianships, and any other appropriate fiduciary capacity. + Responsible for directly servicing many of… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- University of Colorado (Denver, CO)
- **Vice President and Chief Human Resources Officer ** **Description** DO NOT **Duties & Responsibilities:** **Supervision/Management** + Associate Vice President and ... strategy aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents. **Governance and… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held ... entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized ... with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of trust and… more
Related Job Searches:
Chief Fiduciary Officer,
Chief Fiduciary Officer Trust,
Chief Fiduciary Officer WM,
Fiduciary,
Fiduciary Officer Institutional Trust,
Officer,
Regional Fiduciary Officer,
Senior Fiduciary Officer,
Specialized Fiduciary Officer II,
Wcib Chief Fiduciary Officer